CGUS icon

Capital Group Core Equity ETF

56 hedge funds and large institutions have $113M invested in Capital Group Core Equity ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+37
Holders Change %
+194.74%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
13
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$679K +$679K +31,292 New
CFGS
27
Concourse Financial Group Securities
Alabama
$583K +$293K +13,455 +101%
KAS
28
Kestra Advisory Services
Texas
$552K +$552K +25,445 New
MHB
29
Midwest Heritage Bank
Iowa
$546K +$546K +25,138 New
CBFP
30
Cedar Brook Financial Partners
Ohio
$543K +$543K +24,999 New
SS
31
Sunbelt Securities
Texas
$485K +$485K +22,321 New
SPC
32
Sigma Planning Corp
Michigan
$460K +$460K +21,195 New
EFS
33
Essex Financial Services
Connecticut
$417K +$417K +19,225 New
AAS
34
Avantax Advisory Services
Texas
$407K +$407K +18,760 New
HAIM
35
Hunter Associates Investment Management
Pennsylvania
$396K +$396K +18,275 New
BAM
36
Belpointe Asset Management
Nevada
$389K +$389K +17,930 New
Citadel Advisors
37
Citadel Advisors
Florida
$381K +$381K +17,556 New
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$333K +$159K +7,316 +91%
BFG
39
Beacon Financial Group
Texas
$332K +$332K +15,000 New
FFS
40
Founders Financial Securities
Maryland
$292K +$292K +13,470 New
CA
41
CapWealth Advisors
Tennessee
$282K +$13.5K +619 +5%
SWM
42
Silverlake Wealth Management
Vermont
$280K +$280K +12,920 New
RJA
43
Raymond James & Associates
Florida
$266K +$266K +12,265 New
WI
44
Wintrust Investments
Illinois
$219K +$28.2K +1,297 +15%
AWS
45
Atria Wealth Solutions
New York
$202K -$211K -9,716 -51%
BFS
46
Bard Financial Services
Connecticut
$201K +$201K +9,250 New
HI
47
Harbour Investments
Wisconsin
$157K +$157K +7,228 New
CF
48
Centaurus Financial
California
$140K +$140K +6,471 New
Bank of America
49
Bank of America
North Carolina
$127K +$127K +5,852 New
CAL
50
Capital Analysts LLC
Pennsylvania
$45K +$23K +1,050 +105%